Client Intake Form

Complete all required fields and submit same day of call. Deals requiring warm handoff must be routed to Mani or Ryan immediately upon identification.

Business Info

Profile

Financing

Business & Contact Information

Legal entity details and primary decision maker

Required ▼

Business Name *

Owner / Decision Maker *

Phone *

Email *

Business Address

City

State

State of Incorporation

EIN (if available)

Website

Date Submitted

Submitted By (Rep Name)

Business Profile

Operating history, revenue, and credit overview

Required ▼

Time in Business *

Annual Gross Revenue *

Monthly Revenue (approx.)

# of Employees

Industry / Business Type

Business Structure

Sole Proprietor LLC S-Corp C-Corp Partnership

Personal Credit Score (estimate)

Below 580 580 – 629 630 – 679 680 – 719 720+

Business Credit Profile

Yes — established Yes — limited / thin No — none at all Unsure

Existing Banking Relationships

Business checking account Business savings Existing business credit card

III

Financing Need & Product Routing

Capital request details and deal routing assignment

Required ▼

Amount Requested *

Urgency / Timeline

How Did They Hear of DOL?

Use of Funds *

Primary Product Interest (check all that apply)

⭐ Business Credit Builder Term Loan Equipment Finance Working Capital / LOC Commercial Real Estate ROUTE Land Acquisition Equity / Project Finance ROUTE Acquisition / M&A ROUTE SBA Loan

Immediate Routing

Rep handles (Credit Builder) Submit intake to Mani / Ryan ⚡ IMMEDIATE handoff (CRE / Equity / M&A)

Routed to:

Submit same day of call. Deals flagged for IMMEDIATE routing must be
communicated to Mani or Ryan directly before submitting this form.
All information is strictly confidential — internal use only.

DOL Capital Solutions LLC

Confidential · Internal Use Only · Brooklyn, New York